0001731275-19-000005.txt : 20191028 0001731275-19-000005.hdr.sgml : 20191028 20191028135005 ACCESSION NUMBER: 0001731275-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190930 FILED AS OF DATE: 20191028 DATE AS OF CHANGE: 20191028 EFFECTIVENESS DATE: 20191028 FILER: COMPANY DATA: COMPANY CONFORMED NAME: DIVERGENT WEALTH ADVISORS, LLC CENTRAL INDEX KEY: 0001731275 IRS NUMBER: 821092105 STATE OF INCORPORATION: UT FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18629 FILM NUMBER: 191172384 BUSINESS ADDRESS: STREET 1: 910 WEST LEGACY CENTER WAY STREET 2: SUITE 130 CITY: MIDVALE STATE: UT ZIP: 84047 BUSINESS PHONE: 385-237-4000 MAIL ADDRESS: STREET 1: 910 WEST LEGACY CENTER WAY STREET 2: SUITE 130 CITY: MIDVALE STATE: UT ZIP: 84047 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001731275 XXXXXXXX 09-30-2019 09-30-2019 DIVERGENT WEALTH ADVISORS, LLC
910 WEST LEGACY CENTER WAY SUITE 130 MIDVALE UT 84047
13F HOLDINGS REPORT 028-18629 N
Victoria Scott Operations Manager 3852374000 Victoria Scott Midvale UT 10-28-2019 0 42 322796 false
INFORMATION TABLE 2 dwa13f20190930.xml SPDR DOW JONES INDL AVRG ETF UT SER 1 78467X109 307 1142 SH SOLE 0 0 1142 ISHARES TR CORE S&P MCP ETF 464287507 28867 149392 SH SOLE 0 0 149392 ISHARES TR CORE S&P SCP ETF 464287804 19046 244679 SH SOLE 0 0 244679 ISHARES TR CORE S&P500 ETF 464287200 42169 141259 SH SOLE 0 0 141259 AMAZON COM INC COM 023135106 512 295 SH SOLE 0 0 295 INVESCO QQQ TR UNIT SER 1 46090E103 383 2026 SH SOLE 0 0 2026 AMGEN INC COM 031162100 1892 9777 SH SOLE 0 0 9777 MEDTRONIC PLC SHS G5960L103 2675 24631 SH SOLE 0 0 24631 CHEVRON CORP NEW COM 166764100 1370 11552 SH SOLE 0 0 11552 INTERNATIONAL BUSINESS MACHS COM 459200101 408 2805 SH SOLE 0 0 2805 EXXON MOBIL CORP COM 30231G102 874 12382 SH SOLE 0 0 12382 UNION PACIFIC CORP COM 907818108 373 2301 SH SOLE 0 0 2301 LILLY ELI & CO COM 532457108 260 2324 SH SOLE 0 0 2324 GILEAD SCIENCES INC COM 375558103 2412 38053 SH SOLE 0 0 38053 JPMORGAN CHASE & CO COM 46625H100 228 1935 SH SOLE 0 0 1935 WELLS FARGO CO NEW COM 949746101 688 13638 SH SOLE 0 0 13638 FORD MTR CO DEL COM 345370860 155 16940 SH SOLE 0 0 16940 APPLE INC COM 037833100 684 3054 SH SOLE 0 0 3054 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 277 2380 SH SOLE 0 0 2380 ZIONS BANCORPORATION N A COM 989701107 391 8792 SH SOLE 0 0 8792 ISHARES TR CORE US AGGBD ET 464287226 35225 311255 SH SOLE 0 0 311255 BOSTON SCIENTIFIC CORP COM 101137107 3658 89902 SH SOLE 0 0 89902 ISHARES TR TIPS BD ETF 464287176 6365 54734 SH SOLE 0 0 54734 BECTON DICKINSON & CO COM 075887109 219 866 SH SOLE 0 0 866 ISHARES TR CORE S&P TTL STK 464287150 36960 551064 SH SOLE 0 0 551064 ISHARES TR INTL DEV RE ETF 464288489 5086 171408 SH SOLE 0 0 171408 ZAGG INC COM 98884U108 157 25119 SH SOLE 0 0 25119 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 4858 39921 SH SOLE 0 0 39921 ISHARES TR CORE HIGH DV ETF 46429B663 15885 168698 SH SOLE 0 0 168698 INVESCO EXCHNG TRADED FD TR S&P500 LOW VOL 46138E354 207 3574 SH SOLE 0 0 3574 ISHARES INC CORE MSCI EMKT 46434G103 16214 330768 SH SOLE 0 0 330768 ISHARES TR CORE MSCI TOTAL 46432F834 25388 439545 SH SOLE 0 0 439545 ISHARES TR CORE MSCI EAFE 46432F842 1442 23609 SH SOLE 0 0 23609 ISHARES TR CORE 1 5 YR USD 46432F859 31933 632455 SH SOLE 0 0 632455 ALPHABET INC CAP STK CL C 02079K107 244 200 SH SOLE 0 0 200 ISHARES TR CORE TOTAL USD 46434V613 13284 253461 SH SOLE 0 0 253461 ISHARES TR GLOBAL REIT ETF 46434V647 3614 128715 SH SOLE 0 0 128715 FIDELITY COVINGTON TR MSCI RL EST ETF 316092857 6918 247941 SH SOLE 0 0 247941 PROSPECT CAPITAL CORPORATION NOTE 4.750% 4/1 74348TAQ5 50 50000 PRN SOLE 0 0 50000 ISHARES TR CORE INTL AGGR 46435G672 11005 197253 SH SOLE 0 0 197253 BLACKROCK TCP CAPITAL CORP NOTE 4.625% 3/0 87238QAD5 50 49000 PRN SOLE 0 0 49000 PROSPECT CAPITAL CORPORATION NOTE 6.375% 3/0 74348TAT9 63 60000 PRN SOLE 0 0 60000